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Manage workflows, processes, and accounts

Timothy Hudson avatar
Written by Timothy Hudson
Updated over a week ago

Pipelines are the foundational layer of Streak. They present your data in a spreadsheet view. 

Each row in a pipeline represents a box. Boxes are flexible: they can represent leads, opportunities, accounts, candidates etc., depending on what you're trying to manage. The first step to using Streak is to add boxes

Columns specify what data is stored in a box. You can add as many of your own custom columns, or magic columns to your pipeline. 

Stages define a box's progress through a pipeline.


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